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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,081 | $99,031-66.6% | $86,597-61.8% | $147,585-77.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.75% | 1312.56%-1291.8pp | 964.96%-944.2pp | 578.57%-557.8pp |
| Employer contribution / active EE | $1,282 | $3,132-59.1% | $2,840-54.9% | $4,876-73.7% |
| Participant deferral / active EE | $3,992 | $3,972+0.5% | $3,609+10.6% | $5,439-26.6% |
| Admin fee / account holder | $446 | $5,711-92.2% | $4,906-90.9% | $10,885-95.9% |